OpenAI's Financial Performance & Investment - Initial investment of 1.4% of $4 trillion (USD) into OpenAI raised concerns given the $13 billion (USD) revenue [1] - OpenAI is projected to exit the year with $20 billion (USD) in revenue [3] - OpenAI anticipates exceeding $100 billion (USD) in revenue by 2027 or 2028 [4] - Capital expenditure (capex) is estimated at $1.4 trillion (USD), with partners bearing half, reducing OpenAI's burden to $600-700 billion (USD) [4] - OpenAI's annual capex is projected to be $100-200 billion (USD) over five years [4] Market Reaction & Context - The NASDAQ experienced a 40% increase from its April low, with AI stocks rising significantly [2] - Market interpreted Sam Altman's response regarding OpenAI's investment and revenue as a potential cause for concern [1][3] - Market sentiment shifted after clarification that OpenAI's future revenue projections justify the current investment [5]
Altimeter's Gerstner on Sam Altman's comments about OpenAI's revenue trajectory
CNBC Televisionยท2025-11-07 22:30